Form 4: Comfort Systems USA Inc. Executive Julie Shaeff Reports Changes in Beneficial Ownership
SEC Form 4 Filing
Julie Shaeff, Chief Accounting Officer of Comfort Systems USA Inc., reports the forfeiture of shares related to vested restricted stock units on April 1, 2025.
Summary
- On April 1, 2025, Julie Shaeff, the Chief Accounting Officer of Comfort Systems USA Inc., reported changes in beneficial ownership.
- The changes involve the forfeiture of common stock shares related to restricted stock units that vested on April 1, 2025.
- These forfeitures are linked to restricted stock units granted on March 20, 2024, March 21, 2023, and March 23, 2022.
- The price of the stock is based on the average of the high and low stock price on April 1, 2025, which was $324.55.
- After the reported transactions, Shaeff directly owns 17,392 shares of Comfort Systems USA Inc. common stock.
Sentiment
Score: 5
Explanation: The document is a standard SEC filing detailing changes in beneficial ownership, which carries a neutral sentiment.
Negatives
- Julie Shaeff forfeited a total of 413 shares of common stock.
Industry Context
This filing is a routine disclosure related to executive compensation and stock ownership, common in publicly traded companies.
Stakeholder Impact
- The forfeiture of shares by an executive may have a minor psychological impact on shareholders, but is unlikely to have a significant material impact.
Key Dates
| Date | Description |
|---|---|
| March 23, 2022 | Date of grant for restricted stock units related to a forfeiture of 188 shares. |
| March 21, 2023 | Date of grant for restricted stock units related to a forfeiture of 141 shares. |
| March 20, 2024 | Date of grant for restricted stock units related to a forfeiture of 84 shares. |
| April 01, 2025 | Date of transaction: forfeiture of shares due to vesting of restricted stock units. |
| April 03, 2025 | Date of signature for the Form 4 filing. |
Keywords
beneficial ownership, Form 4, restricted stock units, Comfort Systems USA Inc., Julie Shaeff, forfeiture, vesting, common stock
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